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Asset Allocation Strategies »

Vanguard FTSE All Wld Ex USSml Cap shares owned by Asset Allocation Strategies

Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Asset Allocation Strategies from 13F filings

Historical chart of Asset Allocation Strategies investment in Vanguard FTSE All Wld Ex USSml Cap

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All positions including Vanguard FTSE All Wld Ex USSml Cap held by Asset Allocation Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard FTSE All Wld Ex USSml Cap by Asset Allocation Strategies

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.6M	11k	142.55
2025-06-30	$1.8M	14k	134.39
2024-12-31	$1.7M	14k	116.98
2024-09-30	$1.4M	11k	125.96

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

Schwab Strategic Tr Us Aggregate B (SCHZ)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Ishares Tr Global 100 Etf (IOO)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)

Schwab Strategic Tr Intl Eqty Etf (SCHF)

Spdr Series Trust Portfolio S&p500 (SPLG)

Schwab Strategic Tr Fundamental Us L (FNDX)

Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)

Vanguard Whitehall Fds High Div Yld (VYM)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Spdr Series Trust Prtflo S&p500 Gw (SPYG)

View all positions for Asset Allocation Strategies

Top funds holding Vanguard FTSE All Wld Ex USSml Cap

Empower Advisory Group

Regions Bank

Mason Investment Advisory Services

Natixis Asset Management Advisors

Bessemer

Goodman & Company, Investment Counsel

Charles Schwab Investment Management

SRS Capital Advisors

Morgan Stanley

Assetmark

Jones Financial Companies, L.L

Wit

Creative Planning

Northwestern Mutual Wealth Management Company

UBS Group

View all funds holding Vanguard FTSE All Wld Ex USSml Cap

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